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CFD
Creative Financial Designs’s
iShares US Pharmaceuticals ETF
IHE
Stock Holding History
Creative Financial Designs’s Portfolio
IHE Stock Details
IHE Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2026
Q1
$23K
Buy
266
+1
+0.4%
+$88
﹤0.01%
1162
2025
Q4
$22.5K
Buy
265
+2
+0.8%
+$160
﹤0.01%
1119
2025
Q3
$19.1K
Buy
263
+1
+0.4%
+$69
﹤0.01%
1160
2025
Q2
$17.2K
Buy
262
+1
+0.4%
+$65
﹤0.01%
1181
2025
Q1
$18.4K
Buy
261
+2
+0.8%
+$139
﹤0.01%
1111
2024
Q4
$17.1K
Hold
259
–
–
﹤0.01%
1087
2024
Q3
$18.3K
Buy
259
+2
+0.8%
+$139
﹤0.01%
1056
2024
Q2
$17.1K
Buy
257
+1
+0.4%
+$66
﹤0.01%
1034
2024
Q1
$17.4K
Buy
256
+1
+0.4%
+$66
﹤0.01%
1007
2023
Q4
$15.8K
Buy
+255
New
+$15K
﹤0.01%
977
2017
Q4
–
Sell
-120
Closed
-$6K
–
734
2017
Q3
$6K
Hold
120
–
–
﹤0.01%
478
2017
Q2
$6K
Sell
120
-405
-77%
-$20.5K
﹤0.01%
489
2017
Q1
$26K
Sell
525
-1,740
-77%
-$86.1K
0.02%
292
2016
Q4
$107K
Buy
+2,265
New
+$107K
0.09%
170
Other funds holding IHE
Fisher Asset Management
Camas, Washington
$295B AUM
31.6%
1-Year Est. Return
FIA
Foundations Investment Advisors
Phoenix, Arizona
$8.07B AUM
24.97%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
JP Morgan Chase
New York
$1.56T AUM
27.86%
1-Year Est. Return
ACA
Aptus Capital Advisors
Fairhope, Alabama
$12.7B AUM
17.41%
1-Year Est. Return
MSCM
McElhenny Sheffield Capital Management
Dallas, Texas
$403M AUM
28.73%
1-Year Est. Return
LPL Financial
San Diego, California
$377B AUM
19.32%
1-Year Est. Return
ACM
Anfield Capital Management
Irvine, California
$363M AUM
24.08%
1-Year Est. Return
IWS
Insight Wealth Strategies
San Ramon, California
$1.02B AUM
38%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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